Publié avant-hier
Personal Finance Advisor
@ Caisse Desjardins des Transports
Montréal, Québec
En bref
Caisse Desjardins des Transports is hiring a full-time personal finance advisor to build trusting client relationships, advise members on financial goals, and recommend investments, loans and insurance. The role requires a college diploma, at least two years of relevant experience, the AMF mutual fund representative certificate and French. Schedule is Monday to Friday with one evening per week.
Responsabilités :
- Advise members on financial strategies and goals
- Manage client relationships and service quality
- Recommend investments, loans and insurance products
- Stay current on financial services and market trends
- Participate in community outreach activities
Résumé des exigences :
- College diploma in a related field
- Minimum two years of relevant experience
- AMF mutual fund representative certificate
- Knowledge of French required
- Available Monday to Friday, including one evening per week
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-11-08
- Première détection par notre source
- 2026-11-09
- Mise à jour du dossier source
- 2026-11-09
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Service à la clientèle |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 40 |
| Horaire | jour, soir |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | French, English |
| Formation | Collégial (DEC) (exigé) |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Caisse Desjardins des Transports
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
- Participate in outreach activities and represent the caisse in the community
What we offer*
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
What you bring to the table
- College diploma in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to work five days per week, Monday through Friday, including one evening per week
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-24Journal
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